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Employer firm

Lighthouse Financial & Consulting Services, LLC CRD 145054

$33.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lighthouse Financial & Consulting Services, Llc

3201 W. White Oaks Drive Suite 204, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-27
IL RA APPROVED 2008-10-17
  • TX RA
    APPROVED_RES
    Since 2021-04-27
  • IL RA
    APPROVED
    Since 2008-10-17

Branch Locations

3201 W. White Oaks Drive Suite 204, Springfield, IL 62704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lighthouse Financial & Consulting Services Springfield IL 05/1999 Present
  • 05/1999 → Present
    Lighthouse Financial & Consulting Services
    Springfield, IL
Other Businesses

INTEGRITY PROPERTIES, LLC, YES, 4805 BEARS PAW, SPRINGFIELD, IL 62711, INVESTMENT COMPANY, MEMBER, FEBRUARY 2003, 25 HOURS/MONTH, 10 HOURS/MONTH, MANAGING MEMBER

Designations
  • Certified Financial Planner

View on SEC IAPD

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